St. Bernard Asset Management provides investment advice to individuals and small businesses. They design investment portfolios and implement them using registered securities, annuities, and life insurance. Clients can set restrictions on the types or amounts of securities. St. Bernard works with other firms to provide some services and aims to provide objective advice without sales pressure.
Assets Under Management$27M
Clients69
Advisors1
Avg. per Client$400K
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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